Bilingual Licensed Insurance Sales & Service, CA
Overview
Licensed Insurance professional will own client engagement and policy creation at scale while serving a diverse Granada Hills client base. You will collaborate with a supportive team focused on integrity and excellence. This onsite role emphasizes bilingual communication and tailor-made insurance solutions. What sets this role apart is hands-on training, commission opportunities, and a culture that celebrates inclusion and growth.
What You'll Do10
- 1Build and nurture client relationships to understand needs and deliver tailored insurance solutions CA Property & Casualty
- 2Guide clients through policy options and regulatory considerations to ensure appropriate coverage bilingual English Spanish
- 3Create customized policies that reflect individual client circumstances using CRM tools
- 4Proactively generate and follow up on leads to expand the client base and drive sales growth lead management
- 5Maintain strong client satisfaction and loyalty through ongoing communication and support
- 6Stay informed on latest insurance products and regulations to provide current advice
- 7Collaborate with team members to achieve monthly targets and contribute to a positive work environment
- 8Educate clients on benefits, coverage options, and process steps to enable informed decisions
- 9Document client interactions accurately in CRM and ensure timely follow-ups
- 10Participate in hands-on training, meetings, and company events to reinforce product knowledge
Requirements10
- 1Active CA Property & Casualty License
- 2Bilingual proficiency in English and Spanish
- 3Experience in insurance sales or customer service is highly desirable
- 4Excellent verbal and written communication skills in both languages
- 5Customer-first mindset with ability to understand and meet client needs
- 6Familiarity with Granada Hills area and community needs is a plus
- 7Comfort with using CRM systems and digital tools for client management
- 8Strong interpersonal skills to build rapport with diverse clientele
- 9Ability to work onsite in Granada Hills, CA
- 10Strong organizational and time-management skills
Salary Insight
$40 - $80k per year
Location
Required Skills
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